Core Viewpoint - The integration of AI in education is leading to a profound transformation, not just in tools but also in educational philosophy and structure, reshaping traditional teaching models [1] Group 1: Impact on Students - AI enables personalized learning paths and resources through large model analysis, knowledge graphs, and learning diagnostics, facilitating tailored education for students [1] Group 2: Impact on Teachers - AIGC technology allows for the one-click generation of ideological case studies, teaching plans, and homework exercises, significantly enhancing teaching efficiency [1] - AI tools for classroom behavior analysis and teaching quality assessment support continuous improvement in teaching practices [1] Group 3: Impact on Schools - AI assists in the development of professional settings and subject layouts, aiding in the formulation of educational programs and continuously supporting the monitoring, evaluation, and improvement of educational quality [1] - The integration of AI contributes to the enhancement of quality assurance systems and the improvement of talent cultivation quality in educational institutions [1]

Core Viewpoint - The company has been deeply engaged in the smart education sector for nearly thirty years, developing a profound understanding of user needs and business logic in vertical scenarios, and has accumulated a vast multimodal training data resource [1] Group 1: Company Developments - The company has completed the filing of one educational large model and seven deep synthesis service algorithms [1] - It applies cutting-edge technologies such as big data, large models, and AIGC to innovate educational products, creating a full-stack product matrix that covers the entire cycle from basic education to vocational training [1] - The company has built a core advantage through continuous deep integration of technology and scenarios, optimizing vertical large models based on privatized educational data resources to precisely meet complex teaching needs [1] Group 2: Product and Service Offerings - The company has formed a comprehensive solution that spans all aspects of talent cultivation [1] - Through technological innovation and integration capabilities, the company combines data, models, and products to effectively empower the improvement of educational quality and transformation of educational models [1]

Core Viewpoint - The company reported a revenue of 190 million yuan for the first three quarters of 2025, with education revenue accounting for 79% of total revenue, indicating a significant reliance on this segment [1] Group 1: Revenue and Financial Performance - The company's revenue fluctuation is primarily influenced by seasonal factors, with a notable decrease in revenue from rail transit projects, which dropped by 93.1 million yuan year-on-year, contributing to the overall decline in revenue [1] - Despite the short-term profit pressure due to project acceptance seasonality and strategic investments, the company maintains a robust order reserve in core businesses such as smart education and smart rail [1] Group 2: Strategic Investments and Growth Initiatives - The company is committed to investing and positioning itself in key areas such as industry large models, AIGC applications, and intelligent agents, with R&D expenditure increasing by 7.82% year-on-year [1] - The company is accelerating the construction of its marketing system and expanding its national sales network, resulting in an increase of approximately 250 employees compared to the end of 2024, which led to a rise in three major expenses by 14.97 million yuan year-on-year [1] Group 3: Long-term Development Outlook - The company is building momentum for the next phase of recovery and development through its marketing system expansion and talent investment, continuously strengthening its long-term development foundation [1]

Group 1 - The core point of the article is that Jingyeda responded to investor inquiries regarding the establishment of Hainan Jingyeda Ruifeng Technology Consulting Center (Limited Partnership) as an employee stock ownership platform prior to its IPO in 2017 [2] Group 2 - The company was established in 2017, indicating a strategic move to align employee interests with company performance before going public [2] - The employee stock ownership platform is part of the company's broader strategy to incentivize and retain talent [2] - The interaction with investors highlights the company's commitment to transparency and communication regarding its corporate structure and employee engagement initiatives [2]

证券代码：003005 证券简称：竞业达 | 投资者关系活动 | 特定对象调研 □分析师会议 ☑ | | | --- | --- | --- | | 类别 | □媒体采访 □业绩说明会 | | | | □新闻发布会 路演活动 | | | | □现场参观 | | | | □其他 （请文字说明其他活动内容） | | | | 上市行、天瑞万合基金、比爾基金、天风资管、维英资本 | | | 参与单位名称 | 、弘璟（北京）投资、北京中投万方、常州投资、上海证 | | | | 券、华龙证券 | | | 时间 | 2025 年 12 月 9 日下午 | | | 地点 | 北京竞业达数码科技股份有限公司会议室 | | | 方式 | 现场会议 | | | 上市公司 接待人员姓名 | 董事会秘书：王栩 | | | | 1、公司在教育业务上的核心竞争力？ | | | 投资者关系活动 | 公司在智慧教育领域深耕近三十年，对垂直场景的用 | | | | 户需求与业务逻辑形成了深刻理解，并积累了庞大的多模 | | | | 态训练数据资源，以此为基础完成了 1 个教育大模型和 | 7 | | 主要内容介绍 | 个深度合成服务算法的备案 ...

Group 1 - The company, Jingyeda, reported a total of 33,725 accounts as of November 28, 2025, excluding merged margin financing and securities lending accounts [2] - Among the total accounts, 32,800 are individual accounts, while 925 are institutional accounts [2]

Core Insights - The company JINGYEDA (003005) reported a total of 33,454 accounts as of November 20, 2025, excluding merged margin trading accounts [1] - Among these accounts, 32,440 are individual accounts, while 1,014 are institutional accounts [1] Summary by Category Company Accounts - Total accounts: 33,454 [1] - Individual accounts: 32,440 [1] - Institutional accounts: 1,014 [1]

Group 1 - The core viewpoint of the news highlights the recent stock performance and trading activity of Beijing Jingyeda Digital Technology Co., Ltd., indicating a 2.00% increase in stock price to 21.91 CNY per share with a total market capitalization of 5.07 billion CNY [1] - The company has seen a year-to-date stock price increase of 14.45%, with a recent 3.30% rise over the last five trading days, but a decline of 3.52% over the last 20 days and 10.06% over the last 60 days [1] - Jingyeda has appeared on the "龙虎榜" (a trading board for stocks with significant trading volume) four times this year, with the most recent appearance on July 28, where it recorded a net buy of -72.51 million CNY [1] Group 2 - Jingyeda, established on October 17, 1997, and listed on September 22, 2020, focuses on providing information technology products and solutions for educational informatization and urban rail transit security, while also expanding into smart city solutions [2] - The company's revenue composition includes 52.23% from solution income, 43.94% from sales income, and 3.82% from operation services and others [2] - As of November 10, the number of shareholders decreased by 3.22% to 33,000, with an average of 3,849 circulating shares per person, which increased by 3.33% [2] Group 3 - Since its A-share listing, Jingyeda has distributed a total of 122 million CNY in dividends, with 52.89 million CNY distributed over the past three years [3] - As of September 30, 2025, Hong Kong Central Clearing Limited is the seventh-largest circulating shareholder with 1.41 million shares, marking its entry as a new shareholder [3] - 华夏磐利一年定开混合A (009686) has exited the list of the top ten circulating shareholders [3]

Core Viewpoint - The company Beijing Jingyeda Digital Technology Co., Ltd. has approved a proposal to use up to 270 million yuan of temporarily idle raised funds for cash management, ensuring that it does not affect the construction of investment projects or normal operations [1][2]. Group 1 - The board meeting was held on November 21, 2025, with 6 out of 7 directors present, and the meeting procedures complied with relevant laws and regulations [1]. - The previous authorization for cash management of 300 million yuan was approved on December 19, 2024, and is set to expire on December 18, 2025 [1]. - The new cash management proposal allows for the funds to be reused within the approved limit, focusing on high safety and liquidity investment products [2]. Group 2 - The voting results for the proposal were unanimous, with 7 votes in favor, 0 against, and 0 abstentions [3]. - The company has authorized its management to implement the cash management within the specified limit and timeframe [2]. - The sponsor, Guojin Securities Co., Ltd., has provided a verification opinion, confirming that the cash management aligns with regulatory requirements and benefits the efficiency of fund usage without harming the interests of the company and its shareholders [2].

Core Points - The company Beijing Jingyeda Digital Technology Co., Ltd. held its second extraordinary general meeting of shareholders for 2025 on November 21, 2025, where significant governance adjustments and amendments to the Articles of Association were approved with over 99% approval rates, indicating strong shareholder support for governance optimization [1][3]. Meeting Overview - The meeting took place at the company's conference room in Haidian District, Beijing, with a combination of on-site and online voting. A total of 206 shareholders and authorized agents participated, representing 130,449,615 shares, which is 56.3768% of the total shares [2]. - Out of the participants, 4 attended in person, representing 129,592,021 shares (56.0062%), while 202 participated via online voting, representing 857,594 shares (0.3706%) [2]. Key Resolutions Passed - The extraordinary general meeting approved two main resolutions, including the adjustment of the corporate governance structure and amendments to various management systems, all receiving high approval rates. The specific voting results for the key resolutions are as follows: - Resolution on adjusting the governance structure and amending the Articles of Association: 130,348,315 votes in favor (99.9223%) [3]. - Revision of the Rules of Procedure for Shareholders' Meetings: 130,229,885 votes in favor (99.8316%) [3]. - Revision of the Rules of Procedure for Board Meetings: 130,232,485 votes in favor (99.8336%) [3]. - Revision of the Independent Director Work Guidelines: 130,234,465 votes in favor (99.8351%) [3]. - Revision of the Related Party Transaction Decision-Making System: 130,232,845 votes in favor (99.8338%) [3]. - Revision of the Cumulative Voting Implementation Rules: 130,234,285 votes in favor (99.8349%) [3]. - Revision of the Management Measures for Preventing the Occupation of Funds by Controlling Shareholders and Related Parties: 130,247,285 votes in favor (99.8449%) [3]. - Revision of the Code of Conduct for Controlling Shareholders and Actual Controllers: 130,249,445 votes in favor (99.8466%) [3]. - Revision of the Compensation and Assessment Management Measures for Directors, Supervisors, and Senior Management: 130,370,335 votes in favor (99.9392%) [3]. - Establishment of the CPA Firm Selection System: 130,364,735 votes in favor (99.9349%) [3]. Legal Opinion and Follow-up Actions - The meeting was witnessed by lawyers from Beijing Zhonglun Law Firm, confirming that the meeting's procedures, attendance qualifications, and voting results complied with relevant laws and the company's Articles of Association, rendering the results valid [4]. - The company’s board of directors stated that it would promptly handle the adjustments to the governance structure and the filing of the amended Articles of Association as per the resolutions passed [5].